Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding The American Funds American Funds American Balanced R6 Fund in their Schedule of Assets, totaling $13.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN | — | 1,037 | $370.6M | $7.8M |
| 2 | STEVENS AEROSPACE AND DEFENSE SYSTEMS, LLC STEVENS AEROSPACE AND DEFENSE SYSTEMS LLC 401(K) SAVINGS AND RETIREMENT PLAN | CONESTEE SC | 298 | $20.0M | $1.9M |
| 3 | ADTRAN NETWORKS NORTH AMERICA INC. |
NORCROSS GA |
| 297 |
| $121.0M |
| $1.7M |
| 4 | FCI CONSTRUCTORS, INC. FCI CONSTRUCTORS, INC. PROFIT SHARING PLAN | GRAND JUNCTION CO | 432 | $82.2M | $1.4M |
| 5 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $582K |
